Institutional Ownership Dimensional ETF Tr Us Marketwi (DFUV)
This table provides information about the institutional ownership of Dimensional ETF Tr Us Marketwi (DFUV). We have compiled data on the 709 institutions that hold shares in the stock, with a total of 275 Million shares, which have been reported (via 13F filing form) to have a value of $11.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
Jan 31, 2025 Q4 2024 |
7,653
shares
|
$312,931
0.07% of portfolio
|
Q1 2023
Added 0.46%
|
|
|
Integrity Wealth Solutions LLC
Denver, CO |
Jan 22, 2025 Q4 2024 |
7,632
shares
|
$312,072
0.17% of portfolio
|
Q4 2024
Reduced 3.38%
|
|
|
Institute For Wealth Management, Llc.
|
Jan 23, 2025 Q4 2024 |
7,491
shares
|
$306,306
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
Feb 14, 2025 Q4 2024 |
7,480
shares
|
$305,857
0.05% of portfolio
|
Q1 2024
Reduced 8.06%
|
|
|
Lantz Financial LLC
|
Jan 21, 2025 Q4 2024 |
7,406
shares
|
$302,831
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Kathleen S. Wright Associates Inc.
|
Jan 24, 2025 Q4 2024 |
7,348
shares
|
$300,459
0.12% of portfolio
|
Q2 2024
New holding
|
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
7,299
shares
|
$298,456
0.0% of portfolio
|
Q4 2024
Added 33.46%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jan 08, 2025 Q3 2024 |
7,229
shares
|
$295,593
0.03% of portfolio
|
Q2 2022
New holding
|
|
|
Grandfield & Dodd, LLC
|
Feb 06, 2025 Q4 2024 |
7,208
shares
|
$294,735
0.02% of portfolio
|
Q2 2024
Reduced 16.51%
|
|
|
Mb Generational Wealth, LLC
Spokane, WA |
Feb 03, 2025 Q4 2024 |
7,193
shares
|
$294,121
0.22% of portfolio
|
Q4 2023
New holding
|
|
|
Signature Estate & Investment Advisors LLC
|
Feb 11, 2025 Q4 2024 |
7,190
shares
|
$293,999
0.01% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Joel Isaacson & Co., LLC
|
Jan 28, 2025 Q4 2024 |
7,188
shares
|
$293,917
0.01% of portfolio
|
Q1 2023
Added 14.04%
|
|
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
Jan 15, 2025 Q4 2024 |
7,149
shares
|
$292,322
0.23% of portfolio
|
Q3 2024
New holding
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Feb 13, 2025 Q4 2024 |
7,101
shares
|
$290,359
0.1% of portfolio
|
Q4 2024
Added 115.7%
|
|
|
Grove Street Fiduciary, LLC
Peterborough, NH |
Feb 03, 2025 Q4 2024 |
7,042
shares
|
$287,947
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Intrua Financial, LLC
Houston, TX |
Feb 13, 2025 Q2 2023 |
6,977
shares
|
$285,289
0.04% of portfolio
|
Q2 2022
New holding
|
|
|
Whalen Wealth Management Inc.
Las Vegas, NV |
Jan 17, 2025 Q4 2024 |
6,895
shares
|
$281,936
0.2% of portfolio
|
Q4 2024
Added 0.42%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Feb 13, 2025 Q4 2024 |
6,809
shares
|
$278,420
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Leeward Financial Partners, LLC
|
Feb 12, 2025 Q4 2024 |
6,805
shares
|
$278,256
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
Gsb Wealth Management, LLC
|
Jan 21, 2025 Q4 2024 |
6,791
shares
|
$277,683
0.07% of portfolio
|
Q4 2024
Reduced 0.29%
|
|
|
Maryland Capital Advisors Inc.
|
Jan 30, 2025 Q4 2024 |
6,714
shares
|
$274,535
0.13% of portfolio
|
Q3 2022
New holding
|
|
|
Waterfront Wealth Inc.
|
Feb 03, 2025 Q4 2024 |
6,654
shares
|
$272,082
0.07% of portfolio
|
Q2 2022
New holding
|
|
|
Forvis Wealth Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
6,649
shares
|
$271,877
0.01% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
High Probability Advisors, LLC
Pittsford, NY |
Jan 17, 2025 Q4 2024 |
6,646
shares
|
$271,754
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Aurdan Capital Management, LLC
Wayne, PA |
Feb 21, 2025 Q4 2024 |
6,644
shares
|
$271,673
0.1% of portfolio
|
Q4 2024
New holding
|